Manage trucks

1. Go to File > Company  >Truck.

   

2. Click New.
3. In the Truck box, type a reference code for the truck, and then press the Tab key.
4. Type the Make of the truck. This name will be used for the truck throughout Inform ERP.
5. Complete any other information that you want to provide, including identification details and maintenance information. If you are using ePod for signature capture, make sure you add Device ID of the ePod associated with this truck.
6. Click Save.

For the truck to appear on a truck manifest, you must link it to a shipping method.

1. Go to File > Company > Ship Via.
2. Click and choose a Ship Via.
3. Click Edit.
4. Under Truck Schedule, click and choose the Truck you want to associate with the shipping method.

   

5. Click Save.

1. Go to File > Company  >Truck.
2. In the Truck box, click and choose the truck you want to edit.
3. Click Edit.

   

4. Edit truck details, and then click Save.

1. Edit a truck as described above.
2. Click the Notes tab.

   

3. Click Add Note.

   A new entry appears in the Notes log.

4. You can select a Followup Date from the calendar.
5. Click in the yellow notepad on the right and type your notes.
6. Click Save.

   A new log entry appears for the notes you entered. You can go back and click that log to view the truck notes at any time.

1. Edit a truck as described above.
2. Click Delete.

   

3. On the confirmation message that appears, click OK.

1. Go to File > Company > Truck.
2. Click Report.

   

3. On the Field Selection pop-up that appears, you can choose which fields appear. Drag the fields into the Print Order area, and then click OK.
4. On the Print Document pop-up, click View.